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Economic and Capital Markets Outlook – Q4 2026

Summary Recent readings of economic data confirm that the global economy is on track for a healthy expansion...

October 2026

Economic and Capital Markets Outlook – Q3 2026

Summary The global economy has proven remarkably durable following a succession of tariff shocks in 2025 and the...

July 2026

Portfolio Update – April 2026

Energy prices and financial markets continue to adjust to an increasingly uncertain geopolitical backdrop following the escalation of...

April 2026

Economic and Capital Markets Outlook – Q2 2026

Summary The world economy has sustained a series of profound shocks in recent years, including the pandemic, the...

April 2026

Economic and Capital Markets Outlook – Q4 2025

Summary Trade-related distortions are fading and recent readings of economic data suggest the global economy remains broadly resilient....

October 2025

Emerging Markets: Long-Term Structural Opportunity

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Yongai Xu discusses the economic...

September 2025

Emerging Markets Valuation Gap: What Could Drive Convergence?

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Rohit Khuller explores the valuation...

September 2025

Economic and Capital Markets Outlook – Q3 2025

Lingering uncertainty over tariffs is expected to temper economic activity in the second half of the year. Our...

July 2025

Emerging Markets Strategy: Recent Portfolio Addition and Investment Rationale

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Rohit Khuller presents the rationale...

July 2025

The Role of Dividends in Emerging Market Portfolios

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Yongai Xu shares insights into...

June 2025

China Research Trip: Portfolio Manager Insights

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Yongai Xu shares...

April 2025

Economic and Capital Markets Outlook – Q2 2025

Tariffs and trade policy uncertainty have raised fears of a global downturn. Though the climate of uncertainty has...

April 2025

Emerging Markets Webinar

Watch LetkoBrosseau Portfolio Managers Rohit Khuller and Yongai Xu to explore emerging market investment opportunities, analyze key challenges,...

March 2025